MFS HIGH YIELD MUNICIPAL TRUST - Common Stock (CMU) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CMU on NYSE
Shares outstanding
25,495,681
Price per share
$3.51
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
12,226,392
Total reported value
$42,418,919
% of total 13F portfolios
0%
Share change
+254,866
Value change
+$946,724
Number of holders
39
Price from insider filings
$3.51
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MFS HIGH YIELD MUNICIPAL TRUST - Common Stock (CMU) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bulldog Investors, LLP 16% +10% $14,067,803 +$1,321,227 4,007,921 +10% Phillip Goldstein 12 Dec 2025
RIVERNORTH CAPITAL MANAGEMENT, LLC 10% +33% $8,923,600 +$2,298,644 2,579,075 +35% RIVERNORTH CAPITAL MANAGEMENT, LLC 30 Sep 2025
Almitas Capital LLC 5.9% $5,229,873 1,507,168 Almitas Capital LLC 30 Sep 2025
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 4.8% $3,974,105 1,234,194 City of London Investment Management Company Limited 31 Mar 2025
SIT INVESTMENT ASSOCIATES INC 4.1% -48% $3,616,876 -$3,312,255 1,045,340 -48% Sit Investment Associates, Inc. 30 Sep 2025

As of 30 Sep 2025, 39 institutional investors reported holding 12,226,392 shares of MFS HIGH YIELD MUNICIPAL TRUST - Common Stock (CMU). This represents 48% of the company’s total 25,495,681 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MFS HIGH YIELD MUNICIPAL TRUST - Common Stock (CMU) together control 47% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Bulldog Investors, LLP 12% 2,994,960 +12% 2.4% $10,392,511
RIVERNORTH CAPITAL MANAGEMENT, LLC 10% 2,579,075 +29% 0.51% $8,949,390
Almitas Capital LLC 5.9% 1,507,168 +131% 1.2% $5,229,873
SIT INVESTMENT ASSOCIATES INC 4.1% 1,045,340 -55% 0.07% $3,627,000
ICON ADVISERS INC/CO 3.2% 821,456 0% 0.62% $2,850,452
Thomas J. Herzfeld Advisors, Inc. 2.1% 546,440 -0.74% 0.65% $1,896,147
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 2% 518,249 +12% 0.13% $1,798,324
Allspring Global Investments Holdings, LLC 1.5% 377,111 +5.9% 0% $1,308,575
Bank of New York Mellon Corp 1.2% 312,415 +8.7% 0% $1,084,080
Matisse Capital 1% 262,208 0% 0.41% $909,862
UBS Group AG 0.98% 249,353 -9.5% 0% $865,255
BANK OF AMERICA CORP /DE/ 0.58% 147,588 +56% 0% $512,131
Lido Advisors, LLC 0.57% 146,367 0% 0% $507,893
MELFA WEALTH MANAGEMENT, INC. 0.49% 124,010 +0.1% 0.25% $430,313
MORGAN STANLEY 0.38% 96,371 -2% 0% $334,407
LPL Financial LLC 0.24% 60,465 +56% 0% $209,815
OSAIC HOLDINGS, INC. 0.2% 50,702 +90% 0% $171,840
RAYMOND JAMES FINANCIAL INC 0.19% 48,263 +3.2% 0% $167,473
Cetera Investment Advisers 0.14% 35,657 +38% 0% $123,730
Equitable Holdings, Inc. 0.13% 32,419 +1.5% 0% $112,494
CITADEL ADVISORS LLC 0.11% 29,161 +38% 0% $101,189
Pathstone Holdings, LLC 0.11% 27,729 0% 0% $96,220
Cambridge Investment Research Advisors, Inc. 0.1% 25,963 +0.35% 0% $90,000
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.09% 21,921 0% 0.01% $76,066
Rockefeller Capital Management L.P. 0.08% 20,000 0% $69,400

Institutional Holders of MFS HIGH YIELD MUNICIPAL TRUST - Common Stock (CMU) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 535,441 $1,879,398 -$7,150 $3.51 5
2025 Q3 12,226,392 $42,418,919 +$946,724 $3.47 39
2025 Q2 11,973,151 $39,870,326 -$476,441 $3.33 38
2025 Q1 12,135,668 $42,354,332 +$3,547,406 $3.49 39
2024 Q4 11,095,935 $39,082,585 +$6,436,281 $3.52 42
2024 Q3 9,221,747 $33,794,729 +$971,365 $3.66 47
2024 Q2 8,983,657 $30,806,871 +$677,404 $3.43 52
2024 Q1 8,783,335 $29,219,055 -$921,037 $3.33 51
2023 Q4 8,914,258 $29,506,491 -$4,158,598 $3.31 49
2023 Q3 10,689,692 $33,474,788 +$3,956,827 $3.13 49
2023 Q2 9,431,187 $30,368,124 +$4,020,004 $3.22 48
2023 Q1 8,169,887 $26,220,750 +$3,172,502 $3.21 46
2022 Q4 7,222,325 $22,606,284 +$4,457,120 $3.13 46
2022 Q3 5,777,406 $17,383,146 +$1,626,975 $3.01 42
2022 Q2 5,226,511 $17,581,000 +$2,914,159 $3.36 44
2022 Q1 4,402,586 $17,035,000 +$3,980,609 $3.87 38
2021 Q4 3,370,942 $15,227,000 +$2,223,876 $4.52 35
2021 Q3 2,848,595 $13,074,000 +$3,286,895 $4.59 34
2021 Q2 2,131,877 $10,117,000 -$2,086,104 $4.75 29
2021 Q1 2,596,077 $11,589,000 +$1,254,889 $4.46 33
2020 Q4 2,294,011 $10,083,000 +$1,923,310 $4.40 33
2020 Q3 1,855,611 $7,793,000 -$598,640 $4.20 29
2020 Q2 2,004,788 $8,166,000 +$469,195 $4.07 28
2020 Q1 1,893,229 $7,991,000 -$602,057 $4.22 26
2019 Q4 1,996,352 $9,528,000 -$892,024 $4.73 30
2019 Q3 2,193,254 $10,285,000 -$548,160 $4.69 32
2019 Q2 2,304,503 $10,931,334 -$1,693,785 $4.73 27
2019 Q1 1,964,289 $9,134,806 -$286,752 $4.65 27
2018 Q4 2,049,010 $8,542,000 -$6,895 $4.17 36
2018 Q3 1,923,501 $8,751,650 -$690,144 $4.55 31
2018 Q2 2,032,606 $9,166,000 +$236,550 $4.51 30
2018 Q1 1,932,388 $8,605,000 +$496,800 $4.45 26
2017 Q4 1,833,618 $8,469,000 +$1,764,615 $4.62 29
2017 Q3 1,198,458 $5,693,000 -$1,990,054 $4.75 27
2017 Q2 1,663,030 $7,807,000 -$390,917 $4.70 29
2017 Q1 1,746,006 $8,065,000 +$99,132 $4.62 27
2016 Q4 1,726,494 $7,638,000 +$1,046,698 $4.42 24
2016 Q3 1,486,206 $7,505,857 +$203,958 $5.06 26
2016 Q2 1,469,407 $7,226,835 +$1,362,222 $4.92 29
2016 Q1 1,181,770 $5,709,000 -$869,056 $4.82 26
2015 Q4 1,377,061 $6,223,000 +$991,014 $4.51 27
2015 Q3 1,110,903 $4,860,000 -$269,004 $4.37 27
2015 Q2 1,174,962 $4,834,507 +$347,147 $4.11 29
2015 Q1 1,105,401 $4,897,936 -$1,602,133 $4.43 28
2014 Q4 1,472,061 $6,467,955 -$454,698 $4.39 34
2014 Q3 1,748,727 $7,583,008 -$1,710,251 $4.34 29
2014 Q2 1,971,057 $8,516,465 -$652,133 $4.32 26
2014 Q1 2,123,027 $9,380,545 -$108,054 $4.41 21